Get Salesforce Entity
Overview
This processor is responsible for searching Salesforce for an object that matches the external identifier obtained in the earlier step.
 | Note: If Contacts do not need to be searched this processor can be commented out. |
Configuration
Configuration is done in the S4SAnalytics.config configuration file.
<!-- Processor to retrieve a Salesforce object that matches the external identifier.
NOTE: If Contacts do not need to be searched this processor can be commented out.
If a Salesforce object is not found then processing will move to the next processor in the pipeline to enable searching of multiple object types.
If a matching Salesforce object has already been found the processor will not run. -->
<processor type="FuseIT.S4S.WebToSalesforce.Pipelines.ResolveXdbContactFromSalesforce.GetSalesforceEntity, FuseIT.S4S.WebToSalesforce">
<!-- The type of Salesforce object to search for a match to the external identifier. -->
<SalesforceObjectType>Contact</SalesforceObjectType>
<!-- The field on the Salesforce object that contains the value of the external identifier to be matched against the value passed in the query string parameter. -->
<SalesforceExternalIdentifierField>yourSalesforceExternalIdentifierField</SalesforceExternalIdentifierField>
<!-- The list of fields to be returned with the matching Salesforce object. -->
<Fields hint="list:AddField">
<Field>FirstName</Field>
<Field>LastName</Field>
<Field>Email</Field>
</Fields>
</processor>
| Parameter | Description |
|---|---|
| SalesforceObjectType | The name of the Salesforce object to search for the matching external identifier. |
| SalesforceExternalIdentifierField | The name of the Salesforce field on the object that will be used to match against the external identifier obtained in the previous step. |
| Fields | A list of fields to be brought back when a matching object is found. These fields need to include those needed to update the Sitecore facets and to be able to identify the xDB contact. |